"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”
“Follow up very responsive and creative with solutions. Client focused.”
“It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support."
“Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s ability to listen to its users so that the product keeps evolving to meet our needs.”
"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”
“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”
"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."
“Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have them with.”
“Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”
“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”
“The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”
“We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we did not really have a way of accessing all of that information right in front us, just clicks away. That was one of many issues Backstop made so much more efficient.”
“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist with functionality of the platform.”